Our Commentary

We had our 2017 annual investment conference on November 14, 2017. Please read our notes which have a plethora of investment information, including mentions of interest rates, valuations, ETF’s and more. Thanks to those who attended our annual investment...

We are having our annual free dinner, drinks and investment conference on Tuesday, November 14th. It is typically a fun night of eating, a few drinks, all free, and during that I give a short discussion on value investing, and then I try to answer questions. We do not...

The following is a transcript from an interview Judy Woodruff had with Warren Buffett at some point during June 27, 2017. Here is a link to the video of the interview http://www.pbs.org/video/3002306670/ JUDY WOODRUFF: Now to the second part of my conversation with...

“We regret to announce the passing of Milford Blonsky. He was one of our firms co-founders. Milford Blonsky (Mr. Blonsky), passed away on September 11th, 2017. He was 95 years old. Mr. Blonsky was a friend, boss, mentor and business partner. He was always kind,...

July 13, 2016 DJIA 18,359 S&P 500 2152 An update to our clients: As I have mentioned in the past, we are only long term oriented investors. Our thesis is based on the assumption that for the majority of the companies we own, that their dividends are sustainable,...

January 20, 2016 DJIA 15,450 S&P 500 1812 A discussion as the Dow Jones is 16% off its 52 week highs At the lowest level so far today, the market was at 15,450. which was 16% off of its 52 week high of 18351.36. I believe this is a normal course correction, and...